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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,370 | $51,708-27.7% | $106,619-64.9% | $62,881-40.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 1.57% | 4.69%-3.1pp | 9.42%-7.9pp | 20.14%-18.6pp |
| Employer contribution / active EE | $2,500 | $1,764+41.8% | $3,947-36.7% | $2,281+9.6% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,666 | $3,349+99.1% | $6,418+3.9% | $4,296+55.2% |